Workflow Trigger: Invoice

In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used

• Select the “Add New Workflow Trigger” button

• This will pull up a list of selections of triggers on the right-hand side of the screen

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• Scroll down until you see the “Payments” column

  • Select the “Invoice” button

https://lh3.googleusercontent.com/8MvPblgQM8XXaxI3PdzWD7y-84DohLsV1vixj2Q9PLuRpqAwL3T-52ohEMKT19l_oUe9VQ0Lkg28ZuKPGyjW0KSFQx3i-8dAzAJtdQ5AuXCGcqnTzATQ1uH5yKTg0xvnHQOLNQNX_r90fHh51rz3FnYlh3.googleusercontent.com

• Choose sent or paid as an invoice status

https://lh5.googleusercontent.com/YeMmXIQ46X4Vc6OsSTv_YHbmaS8TNIKTWfdWEg8x0uTb7OlKlsW5lG9F4xJ6MVK7rGmpAC-ZjblkZ5sm25c1qK1XGmYIFYYJbIW07Qoba96cJR3dPuP4zUourYZnAw3Wrp2ZLYQp-H3Q6jiAno9pQyQlh5.googleusercontent.com

• Please note: The only filters are if the invoice has been Sent or Paid

• You can trigger an automation based on if you sent an invoice to a particular contact, or if a contact has paid an invoice

• For Example: Send a notification email whenever you send an email. “Hey please make sure to check your email because we just sent you an invoice.” (see below)

https://lh4.googleusercontent.com/u8-ngY9FFju5efjwYwsfBYQF0bl-4ZTA67VIs47lXbVpIASgeS7MPKTeDyyjk7f-SxX7_zsXH0J1_8i_0RRKRWmrqSX9gMI7QA-SrTWH6Mr79HU6AUF4FETFulvEfept1xFWc3wd21ncrKGusfPOzLQlh4.googleusercontent.com

• Once complete please make sure you select the green “Save Action” button on the bottom right before closing the trigger or moving on to another step

https://lh4.googleusercontent.com/LSxYqe933emhmFFPElI8dgzTfmxp0QwRycm9NCaOlsfjCqjoePLjgdhcBBc-kf8KTlG8eJIGaEllIWLbQ6byPqyXC04jYeKckcDNM_OfOk1zWRKY_o1vPtaxC4jCIYgySEza9scza_zrHHPP7MM_C2wlh4.googleusercontent.com